Wells Fargo’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Wells Fargo’s Portfolio LONZ Stock Details LONZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-81	Closed	-$4.14K	–	7262
2025 Q3	$4.14K	Buy	+81	New	+$4.13K	﹤0.01%	6098
2025 Q2	–	Sell	-297,169	Closed	-$15M	–	7277
2025 Q1	$15M	Sell	297,169 -125,966	-30%	-$6.4M	﹤0.01%	1544
2024 Q4	$21.6M	Buy	+423,135	New	+$21.7M	﹤0.01%	1299
2024 Q3	–	Sell	-434	Closed	-$22.2K	–	6991
2024 Q2	$22.2K	Buy	+434	New	+$22.2K	﹤0.01%	5553
2022 Q4	–	Sell	-728	Closed	-$35K	–	7607
2022 Q3	$35K	Buy	+728	New	+$36K	﹤0.01%	5111

Other funds holding LONZ

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FWP

Flatrock Wealth Partners Newport Beach, California $222M AUM

CAP

Cordoba Advisory Partners New York $472M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo's LONZ Position: Q4 2025 in Review

Wells Fargo sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2025, closing a stake of 81 shares — an estimated $4.14K sold.

Wells Fargo first reported a position in LONZ in Q3 2022 and held it in 5 quarters. The position peaked at $21.6M in Q4 2024. 63 funds tracked by Wall St. Rank hold LONZ as of Q4 2025.

Wells Fargo reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Wells Fargo sold 81 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2025, an estimated $4.14K.
Wells Fargo first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2022 and held it in 5 quarters.
Wells Fargo's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $21.6M in Q4 2024.
63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2025.

Based on Wells Fargo's 13F filing for Q4 2025, filed 13 Feb 2026.